2007-2008 / 2008-2009 BIENNIAL REPORTCAL POLY POMONA FOUNDATION, INC.

www.Foundation.CSUPomona.edu

100% Recycled fibers – No new trees are used 30% Post consumer recycled fibers Green Seal Certified

Not printed at state’s expense

I am pleased to present this Cal Poly Pomona Foundation, Inc.Biennial Report for the fiscal years 2007-08 and 2008-09. TheFoundation is a pivotal partner with the university at a timewhen the university is facing daunting and unprecedentedfinancial challenges. The Foundation continues working togenerate new sources of revenue and become more efficient andcost-effective in providing critical support and services. TheFoundation plays a major role in supporting the university andits faculty, staff and students. During the fiscal years 2007-08and 2008-09, the Foundation proudly supported the universityin many ways:

• Supporting the infrastructure cost for the Innovation Village Research Park.

• Subsidizing the administrative cost of sponsored programs, scholarship and campus programs.

• Providing commission payments to the university related to University Housing and Bronco Student Center.

• Funding close to $1 million annually in designated gifts for specific university needs.

• Providing campus services through Foundation enterprise operations such as Bronco Bookstore, Dining Services, Kellogg West Conference Center and Lodge, University Village Apartments and the Farm Store at Kellogg Ranch.

• Financing and coordinating the faculty/staff housing program that includes 34 townhomes and 17 single family homes.

• Transferring significant capital assets from the Foundation to the university.

• Providing financial and in-kind support for various clubs, organizations, faculty/staff service awards, and various fundraising and special events.

• Employing the largest number of students on campus with a $2.5 million annual payroll earned by hundreds of student employees.

Total support provided by the Foundation in fiscal year 2007-08was $8,151,031 and in 2008-09 was $5,269,674.

The Foundation continues its efforts to demonstrate financialtransparency by providing direct access to annual reports,annual A-133 reports, IRS form 990, Board of Director meetingminutes, business plans and budgets. The Foundation has awell-earned reputation as an exemplary auxiliary organizationof the California State University system which speaks volumesof the support provided to the university.

MESSAGE FROM THE CHAIR

J. Michael Ortiz, Ph.D.President, California Polytechnic University, PomonaChair, Board of Directors, Cal Poly Pomona Foundation, Inc.

Total support provided by theFoundation in fiscal year 2007-08 was $8,151,031 and in 2008-09 was $5,269,674.

ABOUT US

VisionTo be the best … an organization of employees must becommitted to quality. Recognized as leaders and "awardwinners." An organization having the best business prac-tices. An organization where service quality consistentlyexceeds customer expectations and financial performanceconsistently exceeds comparable industry standards. Anorganization with a stimulating and gratifying workplacewhere employees can achieve their full potential.

MissionThe Cal Poly Pomona Foundation, Inc., established in1966, is an integral component of the educational missionof the university. In pursuit of this mission, the Foundationis a partner in the university community which includesstudents, faculty, staff, administrators, alumni and mem-bers of the larger community. The Foundation exists toprovide the highest level of service and financial supportwhile maintaining corporate fiscal integrity. The role of theFoundation is to provide convenient and appropriate goodsand services at a reasonable price and to develop addi-tional assets and resources for the university. The Foun-dation also promotes and celebrates the cultural diversityof the university, helps foster and maintain an effectivelearning environment to provide educational opportunitiesthat reflects an institutional image of competence andquality, and encourages cooperative relations within theuniversity community.

Excellence in service to the university is the highestpriority of the Foundation. The Foundation accom-plishes this by:s Operating in a professional and conscientious manner.s Continually updating its planning for the future and

emphasizing the importance of quality and excellence.s Promoting high standards of ethics, honesty,

competency, and professionalism in all its employees.s Developing and motivating employees to express an

entrepreneurial spirit by using creativity, innovation,initiative and open communication.

s Maintaining its commitment to affirmative action, equal opportunity, and career development in a safe working environment.

The Cal Poly Pomona Foundation, Inc. is an equal oppor-tunity, affirmative action employer. The Foundation sub-scribes to all state and federal regulations and prohibitsdiscrimination based on sex, race, sexual orientation,national origin, handicap, marital status, age, religiouscreed, color, ancestry, medical condition, or veteran status.The Foundation hires only individuals lawfully authorizedto work in the United States.

The Foundation operates as a public-benefit charitable-educational organization under the provisions of theCalifornia Revenue and Taxation Code, Section 23701(d)and the United States Internal Revenue Code, Section501(c)(3). As a recognized auxiliary of the California StateUniversity, the Foundation conforms to the regulationsestablished by the Board of Trustees of the California StateUniversity and approved by the California State Directorof Finance as required by the California Education Code,Section 89900. The university administrative organizationsupervises the Foundation, as required by Title 5, Califor-nia Code of Regulations, Section 42402.

www.Foundation.CSUPomona.edu

HOW DO WE SUPPORT THE CAMPUS COMMUNITY?

Cal Poly Pomona Foundation, Inc. is a self-supporting,nonprofit auxiliary organization recognized by the Cali-fornia State University System. Its sole purpose is tosupport the educational mission of the university by pro-viding services, financial support and administrative as-sistance to the Cal Poly Pomona University community.

The Foundation is guided by a board of directors that represents allareas of the university and community and by the President of theuniversity who is, by virtue of his position, also the chairperson ofthe Foundation board of directors. The Foundation manages, admin-isters or acts as the fiscal agent for the university on a multitude ofprojects, commercial enterprises, grants, contracts, initiatives andcampus programs andis the largest employerof students on the cam-pus. Figures (right) arefor fiscal years 2007-08and 2008-09 unlessnoted otherwise.

Office of Development $179,261

Special Foundation Grants $451,435

Public Relations $934,033

Athletic Program $110,000

News and Publications $312,489

Total Funds Expendedfor Years Ended June 30, 2008 and 2009

Commercial Enterprise Operations• Bronco Bookstore generates $13 million in sales annually by

maintaining competitive prices with an aggressive used book program. 48% of all textbook sales were for used books. In 2007-08 the bookstore bought back 65,000 books and paid students a total of $1,800,000.

• Dining Services provides 22 venues on campus and routinely invests in master planning, building improvements, and quality brands for the campus community. Over 2,200 cases of beverage products, as well as other vendor donations annually support student clubs and organizations for their fundraising and event needs.

• Kellogg West Conference Center and Lodge provides 85 guest rooms and 12,000 sq. ft. of meeting space without any State funding assistance.

• University Village provides 1,300 students on-campus apartment housing at rates that are the lowest in the CSU.

Designated Gifts • Athletics - $110,000• News and Publications - $312,489• Office of Development – $179,261• Special Foundation Grants - $451,435• University Public Relations - $934,033

Faculty/Staff Housing Program• 34 Fair Oaks Townhomes were built for faculty/staff. The Foundation’s

contribution as of June 30, 2009 was $3,881,252. • 17 existing single family homes were remodeled and made available

for faculty/staff. The Foundation’s contribution as of June 30, 2009 was $4,198,184.

Innovation Village Research Park• Foundation contributed $5 million to fund the infrastructure of this 65

acre project. It administers the ground leases, oversees the development of the infrastructure and markets the complex.

Fiscal Administration of Grants, Contracts and Campus Programs• Foundation staff provides the post-award fiscal administration of

grants and contracts awarded to the university. The Foundation distributed indirect costs of $914,819 and supported the Office of Research and Sponsored Programs by subsidizing their budgets in the amount of $499,920. The Foundation provides subsidized administrative staff support of $417,730.

• Interest earnings distributed to Campus and Scholarship Programs was paid in the amount of $1,437,730.

• The Foundation provided subsidized administrative support for other program activities in the amount of $471,534.

Commissions • Bronco Student Center – $99,672• University Housing - $749,494• Vending Commissions to University Housing - $5,018

Miscellaneous Foundation Donations and Contributions• Administrative Donations - $46,108• Bookstore Gifts/Support - $18,073• Dining Services Gifts/Support - $36,496• Hot Dog Caper - $39,374• Kellogg West Parking for Collins College - $239,640• Faculty/Staff Service Awards - $7,050• Alumni Affairs Golf Tournament - $1,000• Principal Investigator Reception - $2,750• Athletics Partnership - $7,000• Transfer of fixed assets to University - $5,837,924• Village Support of CSO/Police Officer - $311,086• Support of So. Cal. Wine Tasting & Auction 2008 - $5,000• Faculty/Staff Café - $47,219

Student Employment• The Foundation is the largest employer of students at CPP.• Approximately 740 students worked 223,000 hours earning

$2.5 million in wages annually.

Dr. J. Michael Ortiz

Dr. Edwin A. Barnes III

Dr. Debra Brum

Dr. Douglas Freer

Dr. Herman Lujan

Ms. Becky Pepping

Dr. John Self

Mr. Scott Warrington

Mr. Chris Wyrick

Dr. Edward Hohmann

Dr. Charles Gossett

Dr. Majed Muhtaseb

Ms. Barbara Argo

Ms. Cassandra Reyes

Mr. Adam Bell

Ms. Brittany Yates

Ms. Mei Lien Chang

Mr. Lowell Overton

Mr. Oliver Santos

Mr. Andre Valencia-Dupret

Dr. Glenda Brock

Mr. Darwin Labordo

Ms. Sharon Reiter

Mr. Scott Deano

Chair, Board of Directors

Ex-Officio Director

Ex-Officio Director

Ex-Officio Director

Ex-Officio Director

Ex-Officio Director

Ex-Officio Director

Ex-Officio Director

Ex-Officio Director

Dean Director

Faculty Director

Faculty Director

Staff Director

Staff Director

Student Director

Student Director

At Large Director

Community Member

Community Member

Community Member

Executive

Finance & Investment (Chair), Personnel (Chair), Nominating

Finance & Investment, Program

Program (Chair), Finance & Investment

Finance & Investment

Personnel, Executive

Program, Executive, Nominating

Finance & Investment

Finance & Investment, Executive

Finance & Investment, Personnel, Executive

Finance & Investment, Personnel

Finance & Investment, Program

Program, Nominating

Program

Personnel

Program

Personnel

Audit

Finance & Investment, Executive

Finance & Investment

Audit (Chair)

Finance & Investment, Audit

Personnel

Audit

BOARD OF DIRECTORS 2007-2008

NON-BOARD COMMITEE MEMBERS

President, Cal Poly Pomona

Vice President for Administrative Affairs & CFO

Vice President, Instructional & Information Technology

Vice President, Student Affairs

Provost, Vice President Academic Affairs

President, Staff Council

Chair, Academic Senate

Vice President for University Advancement

President, ASI

Dean, College of Engineering

Chair/Professor, Political Science

Professor, Finance, Real Estate & Law

President & CEO, Cal Poly FederalCredit Union

Administrative Support Coordinator, I&IT

Student

Student

Vice President, Topline Products & Trade Union International

Broker/Owner Coldwell Banker Tri Counties Realty

Chief Financial Officer, AC MartinPartners

President, Valencia-Dupret & Associates

Director, Ombuds Office

Associate VP for Finance & Administrative Services/Assoc. CFO

Assoc. VP for HR Services

Student

NAME TITLE BOARD POSITION COMMITTEE

Dr. J. Michael Ortiz

Dr. Edwin A. Barnes III

Ms. Debra Brum

Dr. Marten denBoer

Dr. Douglas Freer

Ms. Sharon Roth

Dr. Martin Sancho-Madriz

Mr. Scott Warrington

Mr. Jeff Weintraub

Dr. Edward Hohmann

Dr. Charles Gossett

Dr. Majed Muhtaseb

Ms. Becky Pepping

Ms. Cassandra Reyes

Ms. Mercy Daramola

Ms. Lera Zelenskaya

Ms. Mei Lien Chang

Mr. Lowell Overton

Mr. Oliver Santos

Mr. James Priest

Ms. Joice Xiong

Mr. Darwin Labordo

Ms. Sharon Reiter

Mr. Scott Deano

President, Cal Poly Pomona

Vice President for Administrative Affairs & CFO

Vice President, Instructional & Information Technology

Provost, Vice President Academic Affairs

Vice President, Student Affairs

President, Staff Council

Chair, Academic Senate

Vice President for UniversityAdvancement

President, ASI

Dean, College of Engineering

Chair/Professor, Political Science

Professor, Finance, Real Estate & Law

Buyer, Procurement & Support Services

Administrative Support Coordinator, I&IT

Student

Student

Vice President, Topline Products & Trade Union International

Broker/Owner Coldwell Banker Tri Counties Realty

Chief Financial Officer, AC Martin Partners

Associate, Best Best & Krieger, LLP

Director of Internal Audits

Associate VP for Finance & Administrative Services/Assoc. CFO

Assoc. VP for HR Services

Student

Chair, Board of Directors

Ex-Officio Director

Ex-Officio Director

Ex-Officio Director

Ex-Officio Director

Ex-Officio Director

Ex-Officio Director

Ex-Officio Director

Ex-Officio Director

Dean Director

Faculty Director

Faculty Director

Staff Director

Staff Director

Student Director

Student Director

At Large Director

Community Member

Community Member

Community Member

Executive

Finance & Investment (Chair), Personnel (Chair)

Finance & Investment, Program

Finance & Investment

Program (Chair), Finance & Investment, Nominating

Finance & Investment, Executive, Nominating

Program, Executive, Nominating

Finance & Investment

Finance & Investment, Executive

Finance & Investment, Personnel, Executive

Finance & Investment, Personnel

Finance & Investment, Program

Personnel

Program

Personnel

Program

Program

Audit

Finance & Investment, Executive

Finance & Investment, Personnel

Audit (Chair)

Finance & Investment, Audit

Personnel

Audit

BOARD OF DIRECTORS 2008-2009

NON-BOARD COMMITEE MEMBERS

NAME TITLE BOARD POSITION COMMITTEE

The Cal Poly Pomona Foundation, Inc. is a unique, multi-purpose auxiliaryorganization, designed to provide services and generate support for theuniversity. It is led by the Executive Director and a team of directors thatmanages the day-to-day operations, provides business planning anddelivers the services that support the university. The Board of Directorsprovides the policy and guidance for the Foundation.

Since 1966, the Foundation has been developing, growing and expandingits role. The management team utilizes long-range strategic planning,budgets and business plans that are coordinated with the university’smaster plan. To ensure that its plans are consistent with the needs ofthe university and customer demands, it also utilizes consultants thatspecialize in the various business aspects that the Foundation isresponsible for. The use of consultants helps to confirm that theFoundation has taken the most prudent planning steps, tested itselfagainst industry standards, minimized risks and considered unbiasedthird party analysis of its plans. Foundation directors and managers areencouraged to pursue their professional activities, be recognized leadersin their professional organizations and to implement the latesttechnologies and techniques to achieve excellence.

The Foundation is known for its financial strength as well as its highstandards. At the close of fiscal year 2008-09, the Foundation’s assetswere nearly $102 million and annual revenues topped $64 million.Foundation management recognizes the scope and importance of itsresponsibilities to its stakeholders. It continues to practice transparencyand a philosophy of having “no secrets, no surprises, no politics, nodistractions, no confusion, no waste and no illusions” in all its businessand support activities.

MANAGEMENT PERSPECTIVE

DENNIS MILLERDirector, Employment Services

DAVID PRENOVOSTSenior Managing Director, Chief Financial Officer

SANDRA VAUGHAN-ACTONDirector, Real Estate Development

PAUL STOREYExecutive Director KAREN WARD

Managing DirectorDirector, Bookstore Services

EDWIN SANTIAGODirector, Marketing

BRETT ROTHDirector, Dining Services

CAMERON EDMONDSDirector, Kellogg West Conference Center & Lodge

ANNE McLOUGHLINExecutive Assistant to the Executive Director

KEN FISHERDirector, Foundation Housing Service

GIFTS AND DONATIONS

The Foundation administers campus programs,scholarships and endowments on behalf of theuniversity and the Cal Poly Pomona UniversityEducational Trust (UET), a recognized auxiliary ofthe university. These funds are restricted by thedonor or designated by the university (unre-stricted) to enhance and enrich the educa-tional experience, goals and objectives of alearning centered environment. In general,these funds are used in the areas of instruction,public service, academic support, studentservices, institutional support, capital projectsand student grants and scholarships.

During the past two years, philanthropic giving increased witha restructured and focused advancement division to supportfundraising growth. The Foundation anticipates even greatersuccess in the coming years as it prepares for the university’sfirst comprehensive capital campaign. The Foundation will becollaborating with the university on the capital campaignthrough support and services. The capital campaign will pro-vide resources required for college and student success, ex-pected student growth, acquiring outstanding faculty and staff,zero carbon footprint and the cost of excellence. The campaignwill require considerable administrative support from the Foun-dation.

2008 DONATIONS OF $5.5M RECEIVED FROM:

Corporations 23%

Other Organizations 8%

Alumni 42%

Foundations 5%

Parents 2%

Other Individuals 20%

19%

2008 CAMPUS PROGRAM EXPENSES:

Student Grants andScholarships 12%

Instructions 21%

Public Service 5%Academic Support 19%

Student Services 8%

Institutional Support 33%

Operation and Maintenance of Plant 2%

2009 DONATIONS OF $5.3M RECEIVED FROM:

Corporations 30%

Other Organizations 10%

Alumni 18%

Foundations 6%

Parents 1%

Other Individuals 35%

2009 CAMPUS PROGRAM EXPENSES:

Student Grants andScholarships 13%

Instructions 23%

Public Service 6%Academic Support 19%

Student Services 12%

Institutional Support 26%

Operation and Maintenance of Plant 1%

$200K

$400K

$600K

$800K

$1M

$1.2M

2008 2009

$100K

20082004 2006 2007

$10M

� ENDOWMENT DISTRIBUTION

� VALUE OF ENDOWMENTS BY YEAR

$15M

$20M

$25M

$30M

$35M

2009

2004 2005 2006 2007

$1.4M

$1.6M

ADMINISTRATIVE AND FINANCIAL SERVICES

The Cal Poly Pomona Foundation administrative and financialservices support a wide range of necessary corporate functionsunder the leadership of the Executive Director. As a self-sup-porting, separate and distinct entity from the university, all in-ternal administrative functions such as employment services,marketing, public relations, facility and real estate management,are provided by Foundation staff and management. In addition,financial services provides fiscal and management support forthe post award administration of university grants and contracts,College of Extended University non-credit courses, insurance,risks, investments, acceptance of gifts and donations, informa-tion systems and various university programs and initiatives.Enterprise operations that are part of the Foundation include theBronco Bookstore, Dining Services, Foundation Housing Serviceand Kellogg West Conference Center and Lodge.

The Foundation continued to make improvements to its systemsand methods over the past two years. Each year the budget andbusiness plan processes were refined and in early 2009 theFoundation combined both the budget requests and businessplans into one web-based system for the 2009-10 fiscal year. Atthe close of fiscal year 2009, the Foundation was in the processof upgrading its financial accounting to a new web-based report-ing system that would provide for 24/7 access and eventualworkflow automation. The network infrastructure was improvedto gigabyte fiber optic to provide a platform for long-term im-provements and competitive technology. All payroll and humanresource systems were consolidated into a single web-basedtimekeeping system providing greater efficiencies. Wireless sys-tems and thin clients, sometimes referred to as “dumb termi-nals,” were installed to reduce maintenance costs.

New more reliable point-of-sale systems were installed in ourEnterprise operations and a SharePoint server portal was createdto provide a platform for paperless administration of scanneddocuments. Improvements were made for security and compli-ance with upgrades to the server computers and Foundationwebsites to ATI (Accessible Technology Initiative) compliancestandards. To lower energy/operational costs and improve

speed and performance, oldaging servers were replacedwith Energy Star certifiedequipment and virtualizednew strategic systems usingVMware.

Human Resources and Payrollcombined in 2008 to formEmployment Services. Thiswas the culmination of mov-ing away from four separatesystems in Human Resourcesand Payroll and investing in asingle system offered by Kro-nos. This new system al-lowed the Foundation tore-engineer several commonworkflows associated with theemployment lifecycle.

There are efficiencies with the new system including employeeself-service features that allow employees to manage their ownemployee profile, print paystubs and W-2 information and man-age their time off benefits. Further, this new system has alloweddecentralization of some of the more common tasks associatedwith the applicant tracking, selection and hiring processes. Em-ployment Services now delivers a complete suite of services,programs, benefits, and procedures designed to enhance thequality of life while employed at the Foundation.

Following an exhaustive study of the rising cost of health carebenefits and confirmed by actuarial studies, the Foundation de-cided to continue its obligation to current employees and retireesbut discontinue offering retirement medical benefits for employ-ees hired after March 1, 2009. Other program changes includedthe addition of Pre-Retirement Option 2W Death Benefits whichimproves benefits to a family if an eligible employee died beforeactual retirement and expanded 457(b) and 403(b) retirementplans that allow full and part-time employees to make voluntarycontributions to either or both plans. Beginning in 2009, theFoundation found it advantageous to merge its Rideshare pro-gram into the university’s program resulting in administrativeefficiencies and additional benefits for Foundation employees.

Annually, the Foundation Administration is Responsible For:

• Employing approximately 740 students and 380 full and part-time staff.

• Paying over 100 faculty for work performed for grants and contracts.

• Managing or providing services in over 50 buildings totaling over 800,000 square feet of owned, leased or occupiedcampus building space.

• Issuing over 40,000 payroll and accounts payable checks.

• Accounting and reporting for over 1,200 projects.

• Maintaining the benefit records of over 100 retired Foundation employees.

• Managing debit, meal plan and gift card attributes of over 17,000 faculty, staff and student Bronco Access and gift cardholders.

Innovation Village Research ParkThe Foundation continues to foster development at InnovationVillage, the 65 acre research park at the east end of the cam-pus. By promoting and marketing the research park nationallyand internationally, and developing relationships with privateindustry, we are able to attract companies that meet the gen-eral criteria for the research park and foster a common re-search and development interest in a university setting. TheFoundation facilitates these relationships by ground leasingparcels designated for development by the university and sub-leasing them with appropriate terms and conditions. TheFoundation also manages all of the fiscal aspects of InnovationVillage such as the development of common areas, expensesand ground lease revenue. Anchoring the 65 acre site is theAmerican Red Cross facility, the largest blood processing cen-ter in the country.

Interest continues to grow The project has added a new building with the completion of a123,000 square foot class-A office building built by the Tram-mell Crow Company’s development team. One of the nation’slargest developers, Trammell Crow completed the speculativeoffice building, known as Phase III, in January 2008. TrammellCrow was pleased to close the sale of the building to SouthernCalifornia Edison Company in April 2009. Southern CaliforniaEdison is in the process of planning tenant improvements forthe building. When complete, the facility will house theirTransmission Distribution Engineering Department, making itthe home to as many as 450 engineers, some of whom aregraduates of Cal Poly Pomona. With a planned move-in dateof January 2010, the university will enhance its long-standingrelationship with Southern California Edison.

In May 2007 the Trustees of the California State Universitygave their approval to have Trammell Crow proceed with thedesign stage for Phase IV which will be another three-storybuilding of 123,000 square feet, a twin building to the PhaseIII office building. As they market this second development,the Foundation continues to work with Trammell Crow on themarketing and final infrastructure improvements to the park.Design work is in progress to complete the perimeter land-scape plans, monument signage and hardscape improvementsto the site, thus creating a development-ready environment.Street improvements for improved circulation are also beingconsidered.

New Wet LabsThe Foundation is in the process of completing two additionalwet lab facilities at the Center for Training, Technology and In-cubation and has kicked off its marketing campaign for theseunits. The project, considered Phase I of Innovation Village,will be tenant-ready in fall of 2009, allowing tenants to movein and get right to work. Ranging in size from 500 to 6,000square feet, the individual units will likely be leased to smaller,incubator-sized companies in their start up phase. The wetlabs are attractive to the scientific community of research anddevelopment companies that have moved beyond the initialstudy phase and are ready to bring their products closer to de-livery. By locating close to the campus, they will have the ben-efit of access to collaborate and innovate with faculty andstudents.

REAL ESTATE

The Real Estate Department is giving back to the university in very tangibleways: homes are being built not just for faculty and staff, but homes for inno-vative businesses that want to be a part of the university environment. Despitethe downturn in the real estate market, many positive things have happenedto support the mission of the university.

Faculty/Staff HousingAssisting new faculty and staff in meeting their housingneeds is a priority for the university. The high cost of hous-ing in the Southern California area historically has been anobstacle in recruiting new faculty and staff. In the pasttwo years, the Foundation continued to enhance its hous-ing assistance program by completing the sale of a 34 unittownhome development approved by the Foundation forconstruction in 2007. Fair Oaks Walk, a development byThe Olson Company, was originally envisioned solely forthe benefit of Cal Poly Pomona faculty and staff. However,that quickly changed as the residential real estate marketbegan its downward spiral. The project ultimately was soldto faculty and staff not only with Cal Poly Pomona, but alsoto other CSU system employees from Cal State Fullerton,Cal State Los Angeles, Cal State San Bernardino and CalState Long Beach. The community is truly a neighborhoodof education-oriented homeowners.

A new milestone reachedIn addition to the Fair Oaks Walk community, the Founda-tion completed the renovation and disposition of 8 re-salehomes in what is known as the Kellogg Tract, acquired oneadditional home in the area and re-acquired the very firsthome placed in the housing program, thus reaching a newphase of maturity. This faculty/staff housing program num-bered 17 single family homes at the close of fiscal year2009. As it was designed to do, the program allowed thefirst homebuyer the opportunity to live in a very affordablehome near campus while building good credit and enoughequity to enter into the move-up market by purchasing ahome outside the program. That first home has been re-purchased by the Foundation and is now being placed backinto the program for the next new faculty member needinghousing.

Other Real Estate ActivitiesIn addition to working with several university-related as-sociations including Association of University Real EstateOfficers and Association of University Research Parks, theReal Estate Development staff has been working with theInstitute of Real Estate Management in the area of studentoutreach. Additionally, the Director of Real Estate hasbeen a featured speaker on campus at Cal Poly Pomonaand at Cal State Fullerton for their real estate student net-work groups, as well as a guest speaker for the French Em-bassy on the subject of University Research Parks.Furthering the mission of advancing the university’s di-verse fields of study and research, as well as promotingthe Innovation Village, the Real Estate Department staffcontinues to gain exposure through various real estate andresearch-related organizations throughout the UnitedStates.

The Annual Hot Dog Caper Event

ENTERPRISE OPERATIONS

Dining Services had many accomplishments during fiscalyear 2007-08. In the fall of 2007, the Poly Fresh Marketopened in the Bronco Student Center featuring natural andhealthy packaged food items from the Farm Store at KelloggRanch along with traditional convenience store items. TheFresh Escape salad bar at the Campus Center Marketplaceupdated its look and added premade Subway sandwiches.Los Olivos Commons eliminated the use of plastic trays andresponded to the desire for more healthy food options witha new “create your own” stir fry Mongolian Grill. In October2007, the university Wellness Fair provided Dining Servicesan opportunity to participate and showcase its wide varietyof healthy dining options complete with samples, menus andnutrition information. Following its “Franchise of the Year”award in 2007, Subway continued to be an innovator andleader by being the first Subway to offer breakfast options,obtaining permission to begin that program early. Subwayalso implemented the use of eco-friendly packaging andreusable lunch bag, and in December 2007 it was awardedthe “Visionary Award” by OhCal Foods, LLC.

In fiscal year 2008-09, Dining Services continued to makeimprovements and changes. During the summer of 2008,Dining Services, Management Information Systems and Em-ployment Services teamed up to streamline the employeehiring process with an online application system and em-ployment kiosk. A highlight in September 2008 was theopening of Starbucks Coffee in the new Library addition.This full franchise, owned and operated by Foundation DiningServices, quickly became one of the most popular places oncampus, exceeding sales expectations during its first year.In fall 2008, Round Table Pizza refreshed its interior, opera-tions were adjusted to provide better customer service anda partnership with university Athletics was strengthened, re-sulting in a substantial increase in popularity and sales. AtCampus Center Marketplace, recycling stations were in-stalled and later enhanced with assistance from the PepsiBottling Group’s “Recycling Pilot Program for Colleges andUniversities.” By spring 2009, with vending partners Pepsi

Bottling Group and North County Vending we replaced mostvending machines on campus with Energy Star efficientvending machines, helping to reduce our carbon footprint insupport of the President’s Climate Commitment. In March2009, the emerging university budget challenges encour-aged the university president to issue a directive to all cam-pus entities to use Foundation Services and Central SupportResources on campus for all state and Foundation business.Recognizing the fact that funds spent on campus stay oncampus, the directive gave the sole right to waive suchFoundation business on a case-by-case basis to the Founda-tion. This added challenge meant that Dining Services hadto adjust to meet as many of the food service and cateringneeds of the campus as possible, and to operate in an effi-cient manner so that the Foundation would be able to max-imize its contributions back to the university.

Dining Services continues to plan improvements consistentwith the growth and trends of the Cal Poly Pomona campus.Renovations in the Campus Center Marketplace are plannedfor 2009 that will include a remodel of the restrooms, BroncoCard and Dining Services offices, and the reimaging of theCarl’s Jr. and Taco Bell restaurants. Dining Services alsoplans to implement new efficient technologies includingChefTec™ Recipe Software, ECRS point-of-sale cash regis-ters, Manage My ID for online self-servicing of one’s BroncoAccess campus debit card and Biometrics, a system utilizingfingertip scanning to identify and log employees into theKronos timekeeping system. The various catering serviceswill be consolidated into one campus catering service, and anew commissary service will be implemented to producefresh packaged food items for the various conveniencestores and cafés. A new larger Vista Café facility has beendesigned to serve the expanding University ResidentialSuites and construction is expected to be completed in 2010.It is anticipated that the university will have future academicoperating calendars quite different from past years, and Din-ing Services will adjust its operations as necessary to meetthe needs of the campus community.

FOUNDATION DINING SERVICES

The mission of Foundation Dining Services is to provide exceptional dining experiences in clean,friendly, enjoyable, and sociable environments. The goal of Dining Services is to provide the uni-versity community an array of quality dining options at reasonable and competitive prices. TheDining Master Plan is revised at regular intervals and coordinates how over 22 food venues bestserve the campus. Dining Services employs more students than any other university or Foundationdepartment and is a regular participant in the support of campus clubs, initiatives and specialevents.

Kellogg West is the only full-service conference center in the23 campus California State University system. Recognizedstatewide as a university-related conference center for edu-cation, Kellogg West is a member of the prestigious Inter-national Association of Conference Centers, and meets all ofthe strict requirements to maintain its membership such as:providing 8-hour lumbar meeting chairs, complete meetingpackages and on-site audio and visual equipment. Regulareducationally-related clients not only include virtually everyuniversity department on campus, but also the CaliforniaState University Office of the Chancellor, California StateUniversities at Long Beach, Los Angeles and Northridge, Cal-ifornia Institute of Technology, University of California at LosAngeles, Los Angeles Office of Education, as well as manycommunity colleges and school districts.

Kellogg West provides more than meeting space and lodg-ing; it opens the door through which the community seesand participates with the California State Polytechnic Uni-versity Pomona and the entire California State UniversitySystem. In addition to the many education-related institu-tions, colleges and universities, many major institutions,corporations and governmental entities have selected Kel-logg West as the ideal and appropriate venue for seminars,training and business meetings, most of which are regularmulti-year returning customers. Some of those are well-known organizations such as:

• Air Quality Management District• American Institute of Architects• American Red Cross• Association of California School Administrators• California Highway Patrol• California Institute of Mental Health • Club Managers of America• City Municipal Treasurers Association• Dairy Council of California• Inland Empire Utilities Agency• Kaiser Permanente• Los Angeles Office of Education• Leadership Education for Asian Pacific• NASA• Jet Propulsion Laboratory• Rain Bird Corporation• San Antonio Community Hospital• Southern California Gas Company• Southern California Edison• United States Department of Agriculture• Western State Corrosion

In addition to offering conferencing services and lodging fa-cilities, Kellogg West works closely with the Collins Collegeof Hospitality Management. Over the years, Kellogg Westhas provided on-the-job training and employment for liter-ally thousands of Collins College and other Cal Poly Pomonastudents. Today, over two-thirds of the Kellogg West employ-ees are Cal Poly Pomona students. Kellogg West also worksin partnership with the Collins College in advancing the ed-ucation of its hospitality students through the regular par-ticipation of the Kellogg West Director in their marketingclasses.

Kellogg West plays an important role in providing direct andindirect support and services to the university. As an inte-gral partner with the campus, Kellogg West is able to pro-vide:

• Special lodging rates for faculty and staff.• Special conferencing rates for all campus entities.• Luncheon discounts for all campus members.• Real life instruction by Kellogg West management to

Collins College hospitality students.• Catering for special events.• Complimentary parking spaces for the Collins

College.

Looking ahead to the future growth and expansion of theCollins College, Kellogg West and the Foundation have al-ready taken the preliminary steps to explore the feasibilityof an expanded partnership between Kellogg West and theCollins College. Feasibility studies for facility renovationsand expansions have already been completed. The univer-sity and Foundation con-tinue to explore ways toenhance services, reno-vate facilities and pro-vide educational andemployment opportuni-ties for students in thehospitality curriculum.Although the presenteconomic challenges forKellogg West will likelyremain for some timedue to the general national economy, Kellogg West is com-mitted to continuing hospitality services that provide guestsa full range of conference services and premier facilities inan educational setting.

KELLOGG WEST CONFERENCE CENTER & LODGE

Since opening the doors in 1971, Kellogg West Conference Center & Lodge has provided meeting,banquet, dining and lodging facilities for hundreds of thousands of guests including parents, facultyand staff of Cal Poly Pomona. Kellogg West continues to host a wide variety of campus/education-ally related events ranging in size and scope from working luncheons for a handful, to one-dayclass-size department seminars, to multi-day conferences for hundreds.

Future of Kellogg West Rooms

In 2005, the University Village dramatically increased in sizeand complexity with the addition of the Phase III project.The new facility, designed more like a traditional collegeapartment complex, has proven to be a welcome additionfor students desiring this type of setting. Student interactionin Phase III is considerable due to the corridor-style apart-ment design and large open-air decks. Students could tran-sition from the residence halls to University Village andmaintain the high energy lifestyle still popular with so manyyounger students. Still very desirable, Phases I and II con-tinue to provide Cal Poly Pomona students with a quieter,garden apartment type “home away from home.”

Fiscal year 2007-08 was a year filled with success in all areasunder the operations umbrella. It included the continued dis-covery and implementation of the Star Rez housing man-agement computer system that enhanced business andfinancial services both in and out of the office. Village cus-tomers were provided the choice of availing themselves ofservices from the office or online. In addition to paying theirfees online, more and more forms and documents were con-verted from paper to an electronic format. Over 66% of allVillage residents utilize the online services on a regularbasis. Accountability and accuracy has soared as adminis-trative systems have become computerized. The Star Rezsystem has more than paid for itself and has ushered in 21stcentury technology.

Occupancy during this period has also soared with an aver-age 98+ % of bed spaces consistently occupied throughoutthe academic year, and 65-70% occupancy during the sum-mer quarters. During fiscal years 2007-2008 and 2008-09,the University Village continually exceeded its budgeted sur-plus targets and this allowed for significant reinvestmentinto Village infrastructure, programs and general support.Success with occupancy directly correlates with success atmeeting a student’s quality of life needs. The Quality of LifeSurveys, designed to measure student opinions about thequality of services offered to residents, reported consistentsatisfaction with University Village facilities, staff, systems,programs, safety, and customer service initiatives. Most stu-dents have also reported that they feel the Village providesconsiderable value for their dollars.

The Village experienced significant reductions in budgetedexpenses, especially in the areas of energy, utilities, paper,supplies, postage and printing. The replacement of lightbulbs, light fixtures, swimming pool equipment, air condi-tioning filters, appliances and water heaters has resulted ingreater energy conservation, efficiency and a considerablereduction in associated costs. The Star Rez system has en-

abled the operations team to communicate via computer,saving paper, supplies, postage and printing. The result hasbeen substantial cost savings as well as more responsiveand effective communication for Cal Poly Pomona students.

Fiscal years 2007-2008 and 2008-2009 reflected a tremen-dous growth period in the development of existing facilities.With two Foundation capital projects totaling over $1.5 mil-lion, the original Phase I housing units, constructed in themiddle 1980’s, continued to receive facelift renovations, re-placement of apartment furniture and carpeting. The newsteel and hard veneer furniture is both flexible in design anduse and meets the technology and design expectations ofCal Poly Pomona students. University Village students par-ticipated in selecting the apartment furniture after a multi-vendor presentation and opinion survey. Personal and groupstudy space was created in the Community Center in re-sponse to requests from students. The Recreation Centerwas painted, re-furnished, and outfitted with wireless inter-net service.

During this period, the Village and Facilities Managementstaff committed themselves to the upgrade of the apartmentcleaning and maintenance program. A long-standing custo-dial company was replaced in the summer of 2008 with twoseparate companies with entirely different approaches to im-prove apartment care and cleaning. Overall, both studentsand staff were very satisfied with the new service providersand the resulting improvement in both periodic deep clean-ing and monthly light cleaning programs. In fiscal year2008-09, the custodial and grounds care providers part-nered with Village staff and students to raise the level ofcare. Each Village building was assigned a maintenance leadto work with the staff and students in their respective build-ing areas. The response has been phenomenal with an in-crease in investment and ownership on all sides. Studentand maintenance workers gained a better understanding ofthe needs and responsibilities of each other. This has re-sulted in better accountability, organization, prioritization,understanding and cooperation.

The Residential Education staff of the Village fulfilled its im-portant teaching mission during this period. It conductedprograms on cooking, budgeting, problem solving, conflictmanagement and communication, relationships, cultural ap-preciations, shopping, resume writing and interviewing, nu-trition, successful life transitions, suggestions to reducestress and for having more fun. Student attendance atthese programs increased during this period and greater sat-isfaction in programming was expressed by both studentsand staff. Village residents continued to be held accountable

FOUNDATION HOUSING SERVICE

The University Village has continued to evolve into a residential community with a mission to both“accommodate and educate;” this community has forged an identity within the university. Uni-versity Village is known as a place of living and learning, fostering responsibility, inclusivity, cele-bration, exploration, economy, understanding, comfort, challenge and support. Foundation HousingService has moved beyond the basics of safe, comfortable, attractive and affordable housing tobecome an apartment program rivaling any in comparison. At the same time, it became more fo-cused on fulfilling the core mission as a transitional housing environment relying on a blend ofbusiness and higher education management practices. The University Village is truly a uniqueplace, managed by a unique organization, within a university known for quality education and com-mitment to student development.

for the guidelines set forth in their Village License Agreements. When license violations occurred, the staff implementedsanctions that creatively taught residents important points about successful life skills and personal responsibility. TheVillage is transitional housing for students and provides an opportunity to teach its residents skills necessary to be suc-cessful in future independent living away from the structure of the university.

Aside from housing Cal Poly Pomona students, the Foundation Housing staff served on several important university com-mittees including: Poly Cares, the University President’s Climate Task Force and Veteran’s Initiative Group and SDLI (aleadership training group). University Village staff is always willing to serve the university when and where needed.

In the future, the Village staff and students expect to focus on modifying the Foundation Housing Service mission state-ment and programs to accommodate under-served students, gender neutral housing, couples and domestic partnershiphousing. The Village will continue to be open to students from neighboring colleges and universities and increase its ef-forts at partnering with the local higher education community. By offering the resources of the Village apartment com-munity to others, the Village can feel more assured of its future as part of the larger community of institutions of highereducation within the Inland Empire.

Having built a strong foundation serving the campus com-munity, Bronco Bookstore looked toward improving its op-erational systems. The summer of 2008 was spentupgrading to a Windows-based version of the current retailcomputer system. WinPRISM and WinPOS enhanced theprevious system, making it more intuitive and easier to sup-port. This important project required many hours of trainingand installation of new equipment. The result is a muchfaster system, with reports running in a fraction of the timeneeded previously. Another example of improved efficiencycame from the Bookstore’s shipping and receiving team.They put their heads together to solve the nagging problemof having to manually enter all freight information as it wasreceived. They designed a program that scans the barcodeson incoming freight, allowing them to better track orderswhile saving valuable time.

Textbook affordability continues to be a focus at both thestate and national level. In January 2008, AB 1548, alsoknown as the “College Textbook Transparency Act,” went intoeffect in California. Transparency was something BroncoBookstore believed in long before this bill was drafted and itbegan posting International Standard Book Numbers (ISBN)information on its website in 2006. This important informa-tion assists students in comparing book prices and availabil-ity from various sources. In fall 2008, Congress passed the2008 reauthorization of the Higher Education Act, alsoknown as the Higher Education Opportunity Act (HEOA) of2008. This huge bill addressed virtually everything con-nected to higher education in the United States – includingrising textbook costs for students. The legislation requiresthe bookstore and university to have textbook information,including prices, available to students at the time they reg-ister for class. With textbook information available at bron-cobookstore.com and the campus procedure for timelytextbook requisitions already in place, the bookstore anduniversity are well positioned to fulfill all those requirements.

Offering students a choice as to the kind of course materialthey choose is critical to the mission of the Bookstore. Dig-ital course materials have been offered by Bronco Bookstoresince spring 2007. While the total number of titles and salesmake up a small percentage of total textbook sales, thenumbers of both are growing. Bronco Bookstore will con-tinue to offer any title available in digital content to students.The Bookstore is also committed to maintaining a strongused book and book buyback program. This has consistentlyresulted in used textbook sales being nearly 50% of totaltextbook sales annually. In the 2008 Large Stores GroupSurvey (comprised of 90+ of the largest volume bookstoresin the National Association of College Stores) Bronco Book-store rated third highest in used book sales as a percentageof total book sales. The Bookstore opened a remotebuyback site at the campus parking structure in December2007 to enhance the availability of more used books. Thisnew site proved to be immediately popular with commuting

students, making it convenient and easy for them to sellback their textbooks for cash.

More and more students spend time online and Ecommercecontinues to be an area of bookstore growth. Named as oneof the most-visited websites on campus, Bronco Bookstore‘swebsite processed over 6,100 transactions in fiscal year2007-08 with online sales accounting for over 10% of alltextbook sales for the year. To better facilitate the processof filling online orders, the second level textbook floor wasreconfigured to allow for an Ecommerce office. The new of-fice allows for more efficient use of time, labor and spacewith orders filled, processed and picked up in the same lo-cation. The addition of a roll-up service window opening tothe outside hallway also allows online customers to conve-niently pick up their orders. Kevin Jensen, Book OperationsManager, implemented a “green” idea by packing textbookorders for in-store pick-up using numbered reusable bagsmade from recycled material. This also eliminated the needand expense for the regular bookstore-provided customerplastic bags.

The Bronco Bookstore Computer Store is growing along withthe increasing reliance on technology. Facilitating campushardware and software purchases, as well as more focus onindividual sales, has resulted in tremendous sales growth.To boost campus awareness, Mac Fest was held in Octoberof 2008. This event, co-hosted by Apple Computer, was sosuccessful that a second spring event was added in April2009. Mac Fest showcased popular applications, games,Apple systems and special Mac Fest promotions. The resultwas an exciting event that provided new visibility for theComputer Store that was moved to a new location in thespring of 2009. The new area on the main level better show-cases demonstration computers and accessories and is sureto attract more customers in its new high traffic location.

Bronco Bookstore continues to develop strong campus part-nerships; one of the most gratifying has been with the Dis-ability Resource Center (DRC). The Disability ResourceCenter and Bronco Bookstore representatives met regularlyto collaborate on ways to better serve students. Thesemeetings led to many simple but effective solutions to assistthe DRC in providing alternative media to students with dis-abilities, and resulted in the donation of over $15,000 intextbooks to the program since its inception in late 2006.The donated books allow the DRC to convert content to al-ternative media in a timely manner, enabling students tohave access to the material at the beginning of the term. InMarch 2008, the Bronco Bookstore and Disability ResourceCenter were proud to share an award from the Chancellor’sOffice acknowledging achievement and innovation for theAccessible Technology Initiative (ATI). The ATI is a system-wide mandate established by California State UniversityChancellor’s Office Executive Order 926 addressing not justcourse materials but also websites and instructional tech-

BRONCO BOOKSTORE

Proudly serving Cal Poly Pomona, the mission of the Bronco Bookstore is to provide a completerange of products and services to support the university community in meeting their academic andindividual needs in a fiscally responsible manner, with a commitment to service excellence. Tomeet this goal, the Bookstore currently employs 14 full-time staff, 9 regular part-time staff and asmany as 100 student workers at the opening of each academic term.

nology. Bookstore Assistant Director, Suzanne Donnelly accepted theaward along with DRC Director, Dr. Catherine Schmitt Whitaker at aChancellor’s Office reception.

Another exciting partnership has developed with campus OrientationServices. Working with that program, the Bookstore donated bags andbinders for all incoming students and parents attending. In summer2008 and 2009, Bronco Bookstore was added as a tour stop for all newfreshmen orientations. This allowed an opportunity for the bookstoremanagement to explain to students what services the bookstore pro-vides, as well as a quick overview on how to find books for their classes.Parents also had time allotted to visit the Bookstore during their dayon campus and take advantage of the special sale just for them on theirfirst Cal Poly Pomona BroncoGear and gift items.

Bronco Bookstore looks forward to the future and maintaining its focuson serving students. Plans to offer a textbook rental program in fall2009 will give students another option when choosing how to purchasetheir course materials. As Cal Poly Pomona faculty and students evolvein how they teach and learn, Bronco Bookstore will continue to stay in-formed and connected to provide the best options and service possible.

GRANT & CONTRACT ADMINISTRATION

GRANT & CONTRACT ADMINISTRATION

Cal Poly Pomona Foundation, Inc. is the recipient of all externally-fundedsponsored projects awarded on behalf of California State PolytechnicUniversity, Pomona. For the last two years, Cal Poly Pomona faculty andstaff have secured more than $27 million in externally funded grants andcontracts representing over 200 new projects from 90 different agencies.

One of the programs that has been funded is entitled “STEM Pipeline Project,” a $4.1 million grant project from the UnitedStates Department of Education to help the University address the national shortage of professionals ready to enter thefields of science, technology, engineering, and math (STEM). This two-year grant program will increase the number of stu-dents earning a degree and entering the workforce in STEM disciplines by: providing high school students with more expo-sure to engineering as a career option, facilitating the transfer of students from community colleges, helping all Cal PolyPomona students plan their courses and enhancing the educational experiences of students majoring in STEM disciplinesby providing modern equipment for use in laboratory classes.

Another program that has been funded is entitled “The Bridges to Stem Cell Research Awards,” a $1.5 million project fromthe California Institute for Regenerative Medicineproviding students opportunities to learn about thelatest advances in stem cell biology by expandingthe stem cell courses for undergraduate and gradu-ate students. Students will learn all aspects of stemcells by incorporating biology, chemistry, bioinfor-matics, and engineering. The program will also offerinternships for undergraduate and master studentsat California Institute of Technology, City of Hope,The Scripps Research Institute, and University ofSouthern California.

Over the past two years, Foundation has employedover 1,200 student assistants to work on externally-funded projects. These students gain valuable expe-rience working directly with faculty members oncomplex research projects. In addition, the Founda-tion has supported the research efforts on campusby sponsoring the annual project director receptioncelebrating the success of faculty members in gain-ing new funding, subsidizing the costs involved inpost award administration by over $200,000 eachyear, and returning all excess indirect cost recoverycollected from sponsored programs totaling over $1million over a two year period.

$17M

$7M

$9M

$11M

$13M

$15M

2008 20092004 2005 2006 2007

$5M

� NEW AWARDS

Academic AffairsAgricultureBusiness AdministrationLetters, Arts, and Social SciencesExtended UniversityEducationEngineeringEnvironmental DesignLearning Resource CenterScienceStudent Affairs

Grand Totals

$ 2,214,211 906,760 56,086

312,418 75,321

1,418,480 1,620,719

193,617 1,406,394 3,752,204

817,904

$12,774,114

$ 3,121,360 683,506 123,319 489,631 226,901

1,051,462 1,182,732

64,758 1,524,063 3,522,591

963,145

$12,953,467

$ 5,335,570 1,590,266

179,405 802,049 302,222

2,469,942 2,803,451

258,374 2,930,457 7,274,795 1,781,050

$25,727,581

2007-2008 2008-2009 TOTALS

� ACTIVITY BY UNIVERSITY DIVISION AND COLLEGES Academic Affairs

Agriculture

Education

Engineering

Letters, Arts and Social Sciences

Business Administration

Environmental Design

Extended University

Learning Resource Center

Science

Student Affairs

The Foundation has also provided a designated gift for a programcalled the Provost’s Teacher-Scholar Program. The program pro-vides summer stipends to junior, tenure-track faculty by support-ing their professional development through planning which takesa realistic, long-term view of attitudes and behaviors that are re-quired to establish and maintain a scholarly career. Participantsreceive regular review and mentoring by experienced colleaguesfrom the Office of Research and Sponsored Programs and the Fac-ulty Center for Professional Development. The total amounts ofthe designated gifts for the past two years have totaled $234,300.

Sponsored programs are very important to the University by providing practicallearning experiences for students and professional growth for faculty. The Foun-dation is very proud of the many accomplishments of the faculty, staff, and stu-dents relating to these externally funded projects and is committed to continuingthe support for these very important programs.

FEDERAL AGENCIES

Arts MidwestBakersfield City Elementary School DistrictBoys and Girls Club of Pomona ValleyCal State University San Bernardino FoundationCalifornia Academy of SciencesCalifornia Department of EducationCalifornia Postsecondary Education CommissionCSU San Marcos FoundationFresno County Office of EducationFresno County Superintendent of SchoolsGeorgetown UniversityHacienda La Puente Unified School DistrictJet Propulsion LaboratoryLoyola Marymount UniversityMetropolitan Water DistrictMolecular Express, Inc.Mt. San Antonio CollegeNapa County Office of EducationNational Endowment for the ArtsNational Institute of HealthNational Science FoundationNorthern Arizona UniversityPasadena Unified School DistrictQuantumSphere, Inc.Regents of the University of California Regents of the University of ColoradoRiverside Community College DistrictRiverside County Superintendent of SchoolsRiverside Unified School DistrictSanta Clara County Office of EducationSonoma State UniversityThe Trustees of the Indiana UniversityTrustees of the California State UniversityUnited States ArmyUnited States Department of AgricultureUnited States Department of EducationUnited States Department of JusticeUnited States Department of the InteriorUniversity Enterprises, Inc.University of ArizonaUniversity of California, Office of the PresidentUniversity of California, RiversideUniversity of North Dakota

PRIVATE ORGANIZATIONS

Altadena Foothills ConservancyAvery DennisonAvibank Manufacturing Inc.Battelle Memorial InstituteBioMedix Corp.Brown International CorporationCalifornia Landscape Contractors AssociationCity of Signal HillColorepHaitian CorporationHot TopicJardinier Planter Systems Inc.Metropolitan Water DistrictMGH-Germany Peterson Systems InternationalResearch CorporationRio Tinto Minerals-Boron OperationsSchool of Arts and EnterpriseSouthern California Gas CompanyThe Society for the Psychological Study of SocialIssuesTrust for Public LandVC Bud Jenkins Coatings ScientistWood Products CouncilYoung Engineering

EXEMPT ORGANIZATIONS

California Community FoundationChiang Ching-Kuo FoundationConfidence FoundationHoward Hughes Medical InstituteJohn Randolph Haynes and Dora Haynes

FoundationLos Angeles Times Family Fund GrantPaul S. Veneklasen Research Foundation

STATE AGENCIES

Agricultural Research InitiativeAir Resources BoardCal State University Fresno FoundationCal State University San Bernardino FoundationCalifornia Coastal ConservancyCalifornia Community College Chancellor's OfficeCalifornia Department of EducationCity of Los AngelesCity of San BuenaventuraLos Angeles County Office of EducationLos Angeles Universal PreschoolMt. San Antonio CollegeOrange County Superintendent of SchoolsRialto Unified School DistrictRiverside County Office of EducationSouth Coast Air Quality Management DistrictUniversity Enterprises, Inc.University of California, Office of the PresidentWalnut Valley Unified School DistrictWest Covina Unified School District

AWARDING AGENCIES FOR GRANTS & CONTRACTS

A. Kristopher Lappin, ScienceNorthern Arizona UniversityNeuromechanics of Elastic Energy Storage and Recovery45,809

Abolhassan Halati, Business AdministrationCalifornia Community College Chancellor's OfficeCATLI-Articulation Project60,883

Abolhassan Halati, Business AdministrationRiverside Community College DistrictLogistics Technicians: Goods to Go287,860

Alexander Hess, AgricultureAgricultural Research InitiativeA Survey of Practice: What Teachers Are Teaching in

CA Secondary Ag20,000

Alexander Hess, AgricultureMt. San Antonio CollegeAgriculture Teacher Preparation Pipeline29,808

Alexander Rudolph, ScienceUniversity of ArizonaCommunity of Astronomy Teaching Scholars32,097

Alexander Rudolph, ScienceNational Science FoundationThe California-Arizona Minority Partnership for Astronomy

Research1,237,695

Alexander Small, ScienceResearch CorporationBeating the Diffraction Limit in Photochemistry28,213

Amar Raheja, AgricultureAgricultural Research InitiativeDevelopment of Recognition Software to Automate

Assessment of Seed Quality44,908

Angel Valdes, AgricultureAgricultural Research InitiativeInvasie Sea Slug Species in Marine and Estuary Environments19,968

Angel Valdes, ScienceCalifornia Academy of SciencesPEET: Phylogenetic Systematics of Nudibranchia82,152

Ann Marie Craig, AgricultureAgricultural Research InitiativeAnalysis of Anthocyanin Extracts from Purple Carrots Grown in

Central Valley 67,945

Barbara Burke, Science, United States Department of EducationMentoring and Professional Development Equity Project116,307

Barbara Burke, ScienceNational Science FoundationScholarship Programs for Math, Biology, and Computer

Science Majors584,197

Barbara Hacker, EngineeringNational Science FoundationThe Path to Leadership: Collaborative Institutional Change1,386,390

Bettina Casad, Letters, Arts, and Social SciencesNational Science FoundationGSE/RES: Interactive Effects in the Theory of Planned Behavior486,502

Bettina Casad, Letters, Arts, and Social SciencesUnited States ArmyLeadership Development of Women and Ethnic Minority ROTC

Cadets109,782

Bettina Casad, Letters, Arts, and Social SciencesThe Society for the Psychological Study of Social IssuesEffects of Stereotype Threat to First Generation College Students2,000

Bonny Burns-Whitmore, AgricultureAgricultural Research InitiativeThe Effects of Feeding Eggs on Serum Choline Status52,204

Boykin Witherspoon, Letters, Arts, and Social SciencesCal State University San Bernardino FoundationAlluvial Fan Task Force Project74,270

Carsten Lange, Letters, Arts, and Social SciencesJohn Randolph Haynes and Dora Haynes FoundationUsing Geographical Information Systems for Housing Prices13,800

Cesar Larriva, EducationConfidence FoundationSchool Robotics Initiative Project50,000

Chad Bowman, Student AffairsUnited States Department of EducationARCHES-Student Support Services550,041

Chris Caenepeel, EngineeringRio Tinto Minerals-Boron OperationsStudy to Design a Distillation Column for Specific Mixture of

Water, Methanol, Boric Acid 37,548

Christina Dehler, Academic AffairsUnited States Department of EducationTeacher Pathways-Reaching Excellence Through Partnerships1,967,180

Christine Latulippe, ScienceUniversity of California, Office of the President San Gabriel Valley Mathematics Project 103,162

Claudia Pinter-Lucke, Academic AffairsUnited States Department of EducationCal Poly Pomona STEM Pipeline Project2,063,766

Craig LaMunyon, ScienceAgricultural Research InitiativeIdentification of Drug Targets in Nematode Sperm30,957

Craig LaMunyon, ScienceNational Institute of HealthControl of Cell Differentiation: Inhibition of Sperm Activation106,500

Dan Manson, Business AdministrationMt. San Antonio CollegeRegional Information Systems Security Center 40,400

Danilo Franco, AgricultureAgricultural Research InitiativeAlternate Day Feeding Program to Enrich Eggs20,000

David Jessey, ScienceJet Propulsion LaboratoryMicro-Imaging Spectrometry 5,000

David Still, AgricultureAgricultural Research InitiativeA Systematic Approach to Evaluate Bioactivity in

Botanical-based Medicines59,670

David Still, AgricultureAgricultural Research InitiativeARI Outreach and Dissemination7,734

David Still, AgricultureAgricultural Research InitiativeHigh Temperature Tolerance in Lettuce Seed Germination120,769

David Still, AgricultureAgricultural Research InitiativeIceberg Lettuce Nutritional Value-System Wide89,204

David Still, AgricultureCal State University Fresno FoundationEvaluation of Genetic Materials for Lettuce Breeding63,005

David Still, AgricultureAgricultural Research InitiativeIntrogression of Genes from Prickly Lettuce 199,101

David Still, AgricultureAgricultural Research InitiativeWhole-Genome Approach to Marker Discovery148,520

David Still, AgricultureThe Trustees of the Indiana UniversityComparative Genomics of Phenotypic Variation85,493

Diane Sands, Student AffairsUnited States Department of JusticeStop Violence Project300,000

Donald EdbergEngineeringUnited States ArmyDevelopment of a Robust Unmanned Aerial System149,729

Donald F. Hoyt, ScienceNational Institute of HealthSCORE Program1,315,564

Donald F. Hoyt, Academic AffairsAir Resources BoardARB Student Services 1,418,000

Donald Straney, ScienceHoward Hughes Medical InstituteBuilding Inquiry and Integration Into the Science Experience340,730

Dorothy MacNevin, EducationCalifornia Postsecondary Education CommissionProject STELLAR: Students and Teachers Excelling in Literacy64,776

Doug Lewis, AgricultureAgricultural Research InitiativeCholine Status Response Differing Intakes in Young Women2,562

Doug Lewis, AgricultureAgricultural Research InitiativeGene Expression as a Function of Folate Intake72,750

Doug Lewis, AgricultureAgricultural Research InitiativeInfluence Common Genetic Variants in Carbon Metabolic Genes67,579

Ed Walton, ScienceUniversity of California, RiversideCopernicus Chemistry Teacher Institute118,969

Edward Hohmann, EngineeringNational Science FoundationIntergovernmental Personnel Assignment38,491

Eric Lara, EngineeringUniversity Enterprises, Inc.CSU LSAMP Phase IV73,000

Eric Lara, EngineeringUniversity Enterprises, Inc.CSU LSAMP Phase III 77,500

Eric Lara, EngineeringUniversity Enterprises, Inc.NSF: LSAMP Student Scholars Program12,500

Faiza Shereen, Academic AffairsGeorgetown UniversityCASS VII--Teacher Training Program 295,956

Faiza Shereen, Academic AffairsGeorgetown UniversityEnglish Language Fellows Program 24,371

GRANT AND CONTRACT AWARDS

Faye Wachs, Letters, Arts, and Social SciencesBoys and Girls Club of Pomona ValleyCarol M. White Physical Education Program39,088

Floyd Klavetter, ScienceYoung EngineeringPermeation of Surge-Suppression Bladder Materials44,990

Floyd Klavetter, ScienceQuantumSphere, Inc.Unitized Reformed Methanol Fuel Cell15,000

Francis X. Flores, ScienceSouth Coast Air Quality Management DistrictEngineering and Compliance Student Intern20,000

Francis X. Flores, ScienceAvery DennisonAvery Student Intern 96,000

Francis X. Flores, SciencePeterson Systems InternationalPeterson Systems Student Intern 37,680

Francis X. Flores, ScienceSouth Coast Air Quality Management DistrictAQMD Public Affairs Student Intern 38,000

Francis X. Flores, ScienceSouth Coast Air Quality Management DistrictAQMD Chemistry Students40,000

Francis X. Flores, ScienceVC Bud Jenkins Coatings ScientistVC Bud Jenkins Coatings Scientist Student Intern26,920

Francis X. Flores, ScienceAvibank Manufacturing Inc.Avibank Manufacturing Student Intern40,360

Francis X. Flores, ScienceBrown International CorporationBrown International Student Intern13,456

Frank TorresLearning Resource CenterUnited States Department of EducationMcNair Scholars Program462,896

Fred Roth, AgricultureUnited States Department of AgricultureForest Service Multicultural Workforce Initiative22,452

Gary Hamilton, Extended UniversityGeorgetown UniversityNESA Undergraduate Exchange Program49,740

Gary Hamilton, Extended UniversityRiverside County Superintendent of SchoolsTechnology Academy and Life Skills Training for Migrant Students16,000

Gary Kinsey, EducationWalnut Valley Unified School DistrictWin Win Project Internship Consortium937,500

Gerald HerderSolar Cup ProjectMetropolitan Water District50,000

Gerald Herder, EngineeringSouth Coast Air Quality Management DistrictPrototype Battery-Powered, Low-Noise Backpack-Style

Leaf Vacuum5,000

Gerald Taylor, Environmental DesignMetropolitan Water DistrictInnovative Conservation Research and Technology10,000

Haining Liu, EducationChiang Ching-Kuo FoundationChinese Herbal Medicine in the United States20,000

Harold Schleifer, Academic AffairsUnited States Department of EducationStrengthening Library-Based Learning908,418

James Rego, ScienceRegents of the University of ColoradoMaterials Research Science and Engineering Center52,687

Jared Stallones, EducationHacienda La Puente Unified School DistrictExtending Frontiers: Becoming Americans753,731 Jared Stallones, EducationNational Science FoundationRobert Noyce Teacher Scholarship Program597,520

Jascha Polet, ScienceNational Science FoundationIntraplate Earthquakes74,187

Jascha Polet, ScienceUnited States Department of the InteriorRapid Estimates of Rupture Extent for Large Earthquakes29,185

Jascha Polet, ScienceUnited States Department of the InteriorUS Geologic Survey Intergovernmental Personnel Act20,987

Jascha Polet, ScienceUnited States Department of the InteriorNear Real-Time Determination of Focal Mechanisms and

Depths of Large Worldwide Earthquakes29,185

Jill Adler-Moore, ScienceAgricultural Research InitiativeScale-up of Influenza Liposomal Universal Vaccine44,873

Jill Adler-MooreMolecular Express, Inc.Thermal Targeting of Antimicrobial Drug To Sites of Infections106,924

Jill Adler-MooreMolecular Express, Inc.Genital Herpes Vaccine Discovery187,895

Jill Adler-Moore, ScienceNational Institute of HealthRISE Program529,203

Joan Woodward, Environmental DesignCity of Los AngelesGreenspace and Public Open Space Plan, Council Dist. 922,248

Joan Woodward, Environmental DesignCity of San BuenaventuraPeaking Without Oil: Reducing Energy Use by Enhancing

Urban Environments23,525

Jodye Selco, ScienceNational Science FoundationRobert Noyce Scholarship Program98,817

Jodye Selco, ScienceCalifornia Community FoundationFEDCO Classroom Enrichment Grants80,000

Jodye Selco, ScienceRialto Unified School DistrictProfessional Development Services6,600

Jodye Selco, ScienceCal State University San Bernardino FoundationWestern Noyce Projects Conference9,524

Jodye Selco, ScienceRialto Unified School Districte-Stellar7,000

John Lloyd, Letters, Arts, and Social SciencesRiverside Unified School DistrictTeaching American History180,478

Jonnie Owens, Letters, Arts, and Social SciencesArts MidwestThe City of Pomona Big Read 32,000

Jonnie OwensLetters, Arts, and Social SciencesNapa County Office of EducationAmeriCorps Volunteers At Cal Poly Pomona 45,518

Judith Jacobs, ScienceUniversity of California Office of the President San Gabriel Valley Mathematics Project132,150

Judith Jacobs, ScienceWest Covina Unified School DistrictCalifornia Math Science Partnership Program133,707

Kamran Abedini, EngineeringMGH-GermanyMGH Way188,953

Laura Ayon, Learning Resource CenterUnited States Department of EducationCollege Reading Skills727,726

Laurie Riggs, ScienceRialto Unified School DistrictMathematics and Science Partnership Project81,600

Laurie Riggs,SciencePasadena Unified School DistrictPasadena Pipeline Math and Science Project84,000

Mandayam Srinivas, ScienceRiverside Community College DistrictCCRAA: Riverside Community College253,640

Mark Allen, Letters, Arts, and Social SciencesUnited States Department of the InteriorArchaeological Field Class on Public Lands3,000

Mark Allen, Letters, Arts, and Social SciencesUniversity Enterprises, Inc.Artifact Analysis of Archaeological Collections 7,570

Mary Claire Gager, Learning Resource CenterUnited States Department of EducationUpward Bound Math and Science Competition500,000

Michael Guerin, Student AffairsTrustees of the California State UniversityHomeland Security Grant Program 30,000

Michael Reibel, Letters, Arts, and Social SciencesCal State University San Bernardino FoundationGIS Best Practices for Transportation Agency73,609

Mikhail Gershfeld, EngineeringWood Products CouncilWood Education Institute150,000

Milton Randle, EngineeringUniversity of California, Office of the PresidentMESA CSEMS Scholarship Program 10,500

Moustafa Moustafa, Letters, Arts, and Social SciencesCSU San Marcos FoundationRobotic Locomotor Training and Muscle Atrophy in the Rat Model109,039

Nancy Buckley, ScienceAgricultural Research InitiativeEffects of an Echinacea Purpurea Ethanol Extract on the

Immune System43,939

Nancy Buckley, ScienceRegents of the University of California Vector-Based Generation of Monoclonal Antibodies65,980

Nancy Buckley, ScienceNational Institute of HealthEffects of Cannabinoids and the Peripheral Cannabinoid Receptor106,500

Nicole Wickler, ScienceUniversity of California, Office of the PresidentSan Gabriel Valley Science Project180,331

Norali Pernalete, EngineeringNational Science FoundationRAPD: Eye-Hand Coordination Assessment76,742

Patrick Merrill, Environmental DesignNational Endowment for the ArtsKellogg University Art Gallery--East in Eden10,000

Peggy Perry, Academic AffairsTrustees of the California State UniversityThe MERLOT Faculty ELIXR Project3,000

Peggy Perry, Academic AffairsSonoma State UniversityEnsuring Access through Collaboration and Technology25,021

Peggy Perry, Academic AffairsSonoma State UniversityAccess by Design8,521

Peter Kilduff, AgricultureColorepAssessment of the Global Fabric Coloration Market1,718

Peter Kilduff, AgricultureHaitian CorporationEmpirical Study of Consumer Substitution Processes High

Quality CA Cottons20,388

Peter Kilduff, AgricultureAgricultural Research InitiativeEmpirical Study of Consumer Substitution Processes High

Quality CA Cottons15,608

Peter Kilduff, AgricultureHot TopicPatternmaking Instruction1,200

Peter Oelschlaeger, ScienceResearch CorporationStudying the Potential Evolution of Metallo-Beta-Lactamases37,432

Peter Siegel, ScienceRiverside County Office of EducationSummer Institute at CSU Pomona25,000

Philip Lukeman, ScienceResearch CorporationPositional Photocleavage Control of Nucleic Acid Nanoswitches35,684

Philip Pregill, Environmental DesignTrust for Public Landentura River Parkway Vision Plan30,000

Philip Pregill, Environmental DesignCity of Signal HillNorth Flank Vision Plan35,512

Philip Pregill, Environmental DesignAltadena Foothills ConservancyEmerald Horseshoe Vision Plan23,410

Philip Pregill, Environmental DesignCalifornia Coastal ConservancyKlamath River Vision Plan40,000

Ramesh Kumar, AgricultureJardinier Planter Systems Inc.Wick Irrigation on Landscape Turf Water Use Turf Quality19,755

Ramesh Kumar, AgricultureCalifornia Landscape Contractors AssociationEffect of Rotary Nozzles and Cycle and Soak Scheduling4,000

Ricardo Quintero, Learning Resource CenterUnited States Department of EducationUpward Bound South556,200

Ricardo Quintero, Learning Resource CenterUnited States Department of EducationUpward Bound North 678,762

Ricardo Quintero, Learning Resource CenterCalifornia Department of EducationSummer Food Program25,069

Robert Talmadge, ScienceAgricultural Research InitiativeMolecular Pathway Involved in Beat-Adrenergic99,854

Sandra Posey, Letters, Arts, and Social SciencesNapa County Office of EducationAmeriCorps Volunteers At Cal Poly Pomona21,768

Sepehr Eskandari, ScienceNational Institute of HealthMolecular Physiology of y-Aminobutyric Acid Transporters319,500

Shantanu Sharma, ScienceResearch CorporationComputational Determination of Interactions Between

Retrocyclin and Viral Protein39,584

Stacy McGoldrickLetters, Arts, and Social SciencesCal State University San Bernardino FoundationCenter of Academic Excellence113,972

Stephen Davis, EducationUnited States Department of EducationGreat Leaders for Great Schools500,000

Stephen Wirkus, ScienceLoyola Marymount UniversityApplied Mathematical Sciences Summer Institute20,340

Steve Alas, ScienceNational Institute of HealthExcision Nucleases in Mismatch Repair and Tumorgenesis143,246

Thuan Nguyen, EngineeringSouthern California Gas CompanyDevelopment of Gas Leak Investigation Protocol45,000

Timothy Corcoran, ScienceNational Science FoundationExcitation-Emission Matrix Fluorescent Detection177,564

Uei-Jiun Fan, Extended University Los Angeles County Office of EducationTechnology Academy and Life Skills Training for Migrant Students20,000

Uei-Jiun Fan, Extended University Georgetown UniversityNear East South Asia Undergraduate Exchange Program72,299

Uei-Jiun Fan, Extended University Bakersfield City Elementary School DistrictApplied Mathematics37,660

Uei-Jiun Fan, Extended University Fresno County Superintendent of SchoolsHospitality Management Program47,450

Uei-Jiun Fan, Extended University Fresno County Superintendent of SchoolsCollege Awareness Program39,750

Uei-Jiun Fan, Extended UniversitySanta Clara County Office of EducationMath Counts50,000

Uei-Jiun Fan, Extended UniversityFresno County Office of EducationCollege Awareness Program38,800

Uei-Jiun Fan, Extended UniversityBakersfield City Elementary School DistrictYouth Entrepreneurship Program for Migrant Students27,800

Vicki Peden, Business AdministrationSchool of Arts and EnterpriseEconomics Financial Education Program37,772

Victor Wegrzyn, AgricultureAtrium Renewable Oil, LLCPlot Trials of Jatropha Curcas for Suitability for

Biodiesel Alternative Fuels2,089

Wei Bidlack, AgricultureAgricultural Research InitiativeCholine Flux as a Function of Folate, Choline

and MTHFR genotype55,242

Wei-Jen Lin, ScienceBioMedix CorporationValidation and Testing of Listeria Monocytogenes,

E. Coli 0157H736,180

Wei-Jen Lin, ScienceNational Institute of HealthDNA Microarray Analysis of Clostridium Botulinum102,930

Wendy Duran, EducationUnited States Department of EducationProject REACH--Realizing Educational Achievement and

College Honors432,000

Winny Dong, EngineeringPaul S. Veneklasen Research FoundationSynthesis and Characterization of Nanoporous Acoustic

Materials7,883

Xudong Jia, EngineeringCal State University San Bernardino FoundationUse of GIS Technology to Facilitate Transportation5,000

Yam Lee, EngineeringUniversity of North DakotaOctane Enhancers from Crop Oils18,267

Yam Lee, EngineeringBattelle Memorial InstituteStudy to Determine the Effectiveness of Potassium Ferrate 34,000

Yvonne Bailey, Student AffairsCalifornia Department of EducationState Preschool Program 293,140

Yvonne Bailey, Student AffairsCalifornia Department of EducationPre-Kindergarten Family Literacy Program410,958

Yvonne Bailey, Student AffairsLos Angeles Universal PreschoolLos Angeles Universal Preschool Workforce Initiative583,353

Yvonne Bailey, Student AffairsOrange County Superintendent of SchoolEarly Intervention for School Success58,434

Yvonne Bailey, Student AffairsCalifornia Department of EducationInstructional Materials and Supplies2,436

Yvonne Bailey, Student AffairsLos Angeles Times Family FundChildren's Center LA Times Family Fund Grant45,000

Yvonne Bailey, Student AffairsCalifornia Department of EducationGeneral Child Care and Development Program 103,999

Certificate programs are a key educational offering atCEU. Over the years thousands of people have benefitedfrom completing a CEU certificate program, and these pro-grams continue to be one of the core competencies of theCollege. CEU offers many types of non-credit certificates,stand-alone courses and workshops including those focus-ing on such subjects as: human resource management,supervisory training, event planning, geographic informa-tion systems, plastics engineering, construction manage-ment, professional project management, supply chainmanagement, six sigma and food safety. CEU also offersa variety of test preparation workshops including GRE,GMAT, SAT, CBEST, and Engineer-in-Training (EIT) F.E. Re-view.

In addition to on-campus certificate programs, CEU offerstwo external degree programs designed specifically forworking professionals. The Bachelor of Architecture Spe-cial Session Program and the Professional MBA offer manyadvantages to working adults including flexible schedulingand off-campus locations.

One of the most recognized and important offerings to thelocal and campus community is the Open University pro-gram. Designed so that individuals may enroll in many ofthe traditional on-campus courses without official univer-sity admission, Open University is a popular choice forthose who want to develop new career skills, sample anew subject, or take classes while waiting for formal ad-mission to the university. Open University enrollment isoffered on a space available basis for all classes.

Through a combination of consulting, training and tools,CEU provides customized training to dozens of corporateclients throughout the state and abroad. Corporate learn-ing solutions are offered in the following areas: Geo-graphic Information Systems (GIS), Leadership andOrganizational Development and Training, Food SafetyTraining, and Emergency Response Management. In ad-dition, many CEU on-campus certificates and courses arealso available for customization and delivery on-site atcorporations and businesses ... helping employers stayabreast of advancing technologies, trends and skills es-sential in today’s workplace. Courses may be selectedfrom a list of key program areas or may be chosen fromthe course catalog where the content and timeframes canbe combined, expanded, or streamlined to meet the spe-cific needs of the company.

In order to meet the growing need for distance learning,the CEU has partnered with industrial practitioners, facultyand several leading online course providers to offer a widevariety of stand-alone courses and non-credit certificates.These rigorous online courses provide more flexibility thana traditional classroom setting can, while still deliveringthe quality education people have come to expect fromCEU programs.

In an effort to expand learning experiences and opportu-nities both locally and abroad, CEU offers a variety of in-ternational education programs that offer skills thatbenefit those working in today’s global marketplace. CEUhas been providing training and managing internationalassistance and development programs for over a decade.During this time the College has worked with groups frommany countries including China, Swaziland, Bulgaria,Cyprus, Turkey, South Korea and Vietnam. Program topicshave ranged from agriculture to taxation, public adminis-tration and venture capital.

Additional international student programs are offeredthrough the Cal Poly English Language Institute (CPELI).The primary focus of the language institute is to prepareinternational students for academic study at an Americancollege or university, but it also involves a significant effortin acculturation, both social and academic. By participat-ing in a variety of activities in addition to classroom ses-sions, students not only gain the language skills they needto succeed, but they also learn to adapt socially and aca-demically. This acculturation is what sets CPELI apart frommany other English language programs. In addition to thescheduled courses, CPELI also offers ESL Camps to groupsthat would like instruction on a short-term basis. Partici-pants receive instruction in both English and American cul-ture.

The College of the Extended University is headquarteredat the university’s Center for Training, Technology & Incu-bation (CTTI). Initiated by a partnership with NASA andthe U.S. Economic Development Administration, CTTI pro-vides an environment that fosters communication amongentrepreneurs and facilitates collaboration with Cal PolyPomona University researchers and students. As a result,a robust technology commercialization infrastructure is inplace, capable of facilitating public-private technology de-velopment among faculty, students, and private sector en-trepreneurs which have the potential to create jobs,revitalize neighborhoods, commercialize new technolo-gies, and strengthen local and national economies. CTTIoffers lease space in flexible sizes inclusive of office, R&D,wet labs and light industrial.

COLLEGE OF THE EXTENDED UNIVERSITY

As one of the university’s major outreach tools specifically created to link Cal Poly Pomona

to the numerous and diverse constituents and communities in Southern California and be-

yond, the College of the Extended University (CEU) provides stimulating and dynamic

continuing education and life-long learning programs in new and innovative ways. The

programs are designed to meet the needs of working professional (non-traditional stu-

dents) wishing to enhance career opportunities, update job skills or explore new career

fields.

AGRIscapes Farm Store @ Kellogg RanchAGRIscapes is located on 40 acres at Cal Poly Pomona

and showcases both Agricultural and Landscapes that are

sustainable, environmentally beneficial, economically vi-

able, and technologically sound. AGRIscapes promotes

agriculture and environmental literacy through research,

education, and demonstration of alternative methods to

grow food, conserve water, reduce energy needs and re-

cycle agricultural and urban water for resource efficiency

and community enhancement. Annually, over 300 groups

visit the facility for educational programs, meetings and re-

ceptions.

The Farm Store @ Kellogg Ranch features Cal Poly

Pomona produced fruits, vegetables, meats, and nursery

products as well as a full line of private labeled grocery,

deli, dairy, and gift items. Open seven days per week, it is

often a destination for the public, as well as students on

campus. The store features U-Pick strawberries and spe-

cial events such as Pumpkin Festival, Rod & Tractor Show,

A Taste of Cal Poly Pomona, and the Guacamole Festival.

Christmas Gift Packs of Kellogg Ranch fruit remain very

popular and are marketed in December.

In fiscal year 2007-08, the college completed greenhouse

construction adding 32,000 square feet of state-of-the-art

modern greenhouses which feature hydroponics, Raymond

Burr Orchid Collection, Weeks Roses hybridization pro-

grams, and modern propagation facilities for classes.

Agronomy Farm/Fruit IndustriesIn fiscal year 2008-09, Agronomy Farm expanded its

acreage significantly with the addition of the 1,000 acre

Westwind Ranch (a partnership with the CDC) in Chino,

joining Spadra and Kellogg Ranches. Student enterprise

projects have been featured in the local media involving

peppers, watermelon and artichokes. The farm continues

to supply all of the fruits and vegetables to the Farm Store.

In addition, our livestock on campus consume alfalfa, corn,

oats, wheat, and sorghum all produced by students in the

department. Fruit Industries continues to supply our fa-

mous Valencia and Navel oranges, mandarins, avocados,

and grapefruit from Kellogg Ranch Orchards.

In fiscal year 2008-09, the Inaugural Vintage of Horsehill

Vineyards Zinfandel Rose yielded a gold medal and bronze

for our Zinfandel produced from our campus vineyard. Stu-

dents are working hard to combat Pierces disease which

debilitates our vines. Additional acreage is planned for the

future.

Ornamental HorticultureThe Horticulture unit markets an extensive selection of

plants and flowers. Our retail nursery is adjacent to the

Farm Store for “one stop” shopping. Seasonal items such

as poinsettias compliment various foliage, perennials, and

landscape plants available year round. The nursery also

travels to several farmers markets in the local area.

In addition to ornamentals, the horticulture unit has taken

the lead in hydroponics, marketing several varieties of let-

tuce, tomatoes, cucumbers, and herbs at the store. A new

outdoor system was also installed by the basic horticulture

class during fiscal year 2008-09, which is available for vis-

itors to the unit for U-Pick.

Pine Tree RanchLocated in Ventura County, this 53 acre citrus and avocado

ranch provides lemons, avocados, and Valencia’s in a very

unique costal microclimate. This provides students a very

different setting to observe crops and provides the store av-

ocados and Valencia’s in a year round setting when fruit is

not available on the Kellogg Ranch.

During fiscal year 2008-09, new avocado trees came into

production producing a bumper crop of Haas avocados and

lemon prices were at an all-time high with excellent pack-

out rates.

In the near future, upgrades on the residence, as well as

several outbuildings on the ranch, will begin.

Arabian Horse ShowThe Arabian Horse Show represents the colorful history

and traditions of the W.K. Kellogg Arabian Horse Ranch.

In honor of this tradition that began in 1928, a horse show

is held at 2:00 p.m. on the first Sunday of each month, Oc-

tober through June, weather permitting. Besides these pro-

grams, twelve shows are scheduled on Thursday mornings

during fall and spring quarters for the benefit of elementary

students throughout Southern California.

Beef, Swine and Sheep UnitsThese units offer experiential learning to Cal Poly Pomona

students. Students are involved in numerous hands-on lab-

oratory assignments involving all facets of production ani-

mal agriculture. Revenue at the beef unit is derived from

selling breeding stock and providing breeding services to

local producers and 4-H and FFA clubs. Embryo transfer

contracts are also being explored to increase our revenue

stream. The sheep and swine units provide all livestock for

the petting zoo at the LA County Fair. The Livestock Show

Team also shows animals from each animal unit at numer-

ous fairs and shows in California and Arizona each year.

Meat LabThe Meat Science and Processing Laboratory supports the

classroom study, research and contract projects that ad-

dress the discipline of meat science and processing. This

program includes a laboratory course where students de-

velop new products such as unique sausages. During the

past two years, meat prices stabilized and the Meat Lab

was connected to the campus servers by fiber optic cable,

improving email communications and website mainte-

nance. The meat lab supplies the Farm Store with custom

cuts of meat and specialty sausage products.

AGRICULTURE AID-TO-INSTRUCTION PROGRAMS

The overall financial position of the Cal Poly Pomona Foundation re-mained strong during fiscal years 2008-09 and 2007-08, reaching $102million and $113 million in total assets respectively. Net assets reportedof $48 million decreased $1.4 million mainly due to the transfer of $1.7million in assets to the university and deficits incurred in faculty/staffhousing, Kellogg West Conference Center & Lodge, Agriculture-Aid-to-Instruction and unrestricted campus program offset by surpluses inBronco Bookstore, Dining Services, University Village Housing and Con-tinuing Education activities.

The Foundation reported assets held for sale of $271,000 and $12 millionat June 30, 2009 and 2008 representing faculty/staff homes in supportof the California State Polytechnic University, Pomona’s mission to de-velop affordable faculty/staff housing options to attract and retain em-ployees for the university. In fiscal year 2008-09 the Foundation soldall forty of these homes and paid off a loan of $7 million from the Cali-fornia State University Risk Management Authority. Due to the currentreal estate market conditions, and the infrequent nature of the transac-tion, the Foundation reported the write down of these assets by $2.7million as a separate component from operations in fiscal year 2007-08.

Over the past several years, the Foundation has been developing a re-search park (Innovation Village) on sixty-five acres of land at CaliforniaState Polytechnic University, Pomona. The Foundation received a $2 mil-lion grant from the Department of Commerce’s Economic DevelopmentAdministration (EDA) for assistance with a $5 million extension and de-velopment of multiple infrastructure improvements to further developInnovation Village, including two business incubator wet labs in the Cen-ter for Training, Technology and Incubation (CTTI). The Foundation isrequired to match the EDA’s investment and has contributed cash of $2million and land of $1 million in-kind as of June 2009. Innovation Villageand CTTi are expected to create 1,250 new jobs and attract $77 millionin private investments within the next three years, as a part of the Pres-ident of the United States’ commitment to keeping America working.

The Foundation provided resources for the construction of a road oncampus, renovations in various college buildings and equipment in sup-port of the University. The Foundation transferred these assets to theUniversity, which assumed ownership and management of the road, im-provements to the buildings and equipment in the amount of $1.7 and$4.1 million for fiscal years 2009 and 2008.

With the passage of the Uniform Prudent Management of InstitutionalFunds Act (UPMIFA) on September 30, 2008, the Foundation modifiedits investment policy to act in good faith with the care an ordinarily pru-dent person would exercise. In addition, the Foundation updated its re-tention and destruction of records policy and procedures which providesfor the orderly and proper retention and destruction of all official Foun-dation records including corporate, financial and employment docu-ments.

FINANCIAL STATEMENT HIGHLIGHTS

Current assets:Cash and cash equivalents

Marketable securities, at fair valueOther short-term investments, at fair valueInvestments restricted as to use – debt service, at fair value

Current Investments

Sponsored programsContributions receivable, net of allowance for uncollectibleOther activities, net of allowance for doubtful accounts

Receivables

Other assetsTotal current assets

Total property, plant and equipment, net

Total other assets

Total assets

Liabilities and Net Assets

Current liabilities:Accounts payableAccrued liabilitiesDeferred incomeDeposits held in custody for othersCurrent portion of lease obligationsCurrent portion of bonds and note payableOther post employment benefit obligationsReceipts in excess of expenditures - sponsored programs

Total current liabilities

Noncurrent liabilities:Other post employment benefit obligationsNoncurrent portion of bonds payableUnitrust liabilityLease obligations

Total noncurrent liabilities

Total liabilities

Net assets:UnrestrictedTemporarily restricted

Total net assets

Total liabilities and net assets

$ 7,968,175

831,641 3,796,824

766,980

5,395,445

1,757,015 514,960

5,213,697

7,485,672

2,692,579 23,541,871

60,186,234

18,185,229

$ 101,913,334

$ 2,857,460 1,636,551

781,538 399,610 517,249 910,000

1,237,442 2,143,897

10,483,747

10,920,220 365,000 516,739

31,148,676

42,950,635

53,434,382

26,336,518 22,142,434

48,478,952

$ 101,913,334

$ 14,129,492

1,109,514 414,267 766,896

2,290,677

1,559,904 657,786

4,003,490

6,221,180

14,149,340 36,790,689

60,688,172

15,876,098

$ 113,354,959

$ 4,581,827 1,768,709 1,009,204

318,652 523,321

7,870,000 1,183,416 2,736,869

19,991,998

9,922,039 1,275,000

619,129 31,706,097

43,522,265

63,514,263

28,513,761 21,326,935

49,840,696

$ 113,354,959

Assets

20082009

STATEMENTS OF FINANCIAL POSITION (June 30, 2009 and 2008)

The Foundation’s financial statements were audited by Vicenti, Lloyd & Stutzman LLP. The full set of audited financial statements and footnote disclosures areavailable on the Foundation’s website at www.Foundation.CSUPomona.edu

Revenues and support:Enterprise activities:

SalesCommissions, fees, and otherInvestment income

Total auxiliary activities

Sponsored programs activities

Campus program activities:University programs supportContributionsInvestment income

Total campus programs revenue

General activities:Investment income Rental propertyAdministrative fees and other revenue

Total general activities

Total revenues and support

Net assets released from restrictions

Total revenues and support and netassets released from restrictions

Expenses and other changes:Enterprise activities:

Dining ServicesBookstoresKellogg West Conference Center & LodgeUniversity Village Housing Continuing EducationAgriculture-aid-to-Instruction

Total entreprise activities

Sponsored programs expenses:Direct expensesIndirect expenses

Total sponsored programs expenses

Campus programs expenses:University programs supportScholarships

Total campus programs expenses

General expenses:Resl PropertyAdministrative

Total general expenses

Designated expenses

Total expenses

Other changes – transactions with affiliates Other changes – Postretirement-related changes

other than net periodic benefit costTotal expenses and other changes

Total change in net assets

Net assets at beginning of year

Net assets at end of year

$ 38,575,872 705,301

18,309

39,299,482

13,556,478

5,035,698

22,628

5,058,326

127,795 2,503,415

304,647

2,935,857

60,850,143

2,914,224

63,764,367

11,633,800 13,030,567

1,817,329 7,094,664 1,776,937 2,096,116

37,449,413

12,000,822 1,254,150

13,254,972

6,206,903 1,219,738

7,426,641

3,254,221 1,573,519

4,827,740

1,012,696

63,971,462

1,732,823 237,325

65,941,610

(2,177,243)

28,513,761

$ 26,336,518

S 38,575,872 705,301

18,309

39,299,482

13,556,478

5,035,698 3,714,599

37,752

8,788,049

127,795 2,503,415

304,647

2,935,857

64,579,866

64,579,866

11,633,800 13,030,567

1,817,329 7,094,664 1,776,937 2,096,116

37,449,413

12,000,822 1,254,150

13,254,972

6,206,903 1,219,738

7,426,641

3,254,221 1,573,519

4,827,740

1,012,696

63,971,462

1,732,823 237,325

65,941,610

(1,361,744)

49,840,696

S 48,478,952

-

$

3,714,599 15,124

3,729,723

- 3,729,723

(2,914,224)

815,499

-

-

-

-

-

-

-

815,499

21,326,935

$ 22,142,434

-

Unrestricted TotalTemporarilyRestricted

STATEMENT OF ACTIVITIES (Year Ended June 30, 2009)

The Foundation’s financial statements were audited by Vicenti, Lloyd & Stutzman LLP. The full set of audited financial statements and footnote disclosures areavailable on the Foundation’s website at www.Foundation.CSUPomona.edu

Revenues and support:Enterprise activities:

SalesCommissions, fees, and otherInvestment income

Total auxiliary activities

Sponsored programs activities

Campus program activities:University programs supportContributionsInvestment income

Total campus programs revenue

General activities:Investment income Rental propertyAdministrative fees and other revenue

Total general activities

Total revenues and support

Net assets released from restrictions

Total revenues and support and netassets released from restrictions

Expenses and other changes:Enterprise activities:

Dining ServicesBookstoresKellogg West Conference Center & LodgeUniversity Village Housing Continuing EducationAgriculture-aid-to-Instruction

Total entreprise activities

Sponsored programs expenses:Direct expensesIndirect expenses

Total sponsored programs expenses

Campus programs expenses:University programs supportScholarships

Total campus programs expenses

General expenses:Resl PropertyAdministrative

Total general expenses

Designated expenses

Total expenses

Other changes – transactions with affiliatesOther charges – real estate write down Other changes – Postretirement-related changes

other than net periodic benefit costTotal expenses and other changes

Total change in net assets

Net assets at beginning of year

Net assets at end of year

$ 38,431,731 607,659

34,100

39,073,490

13,187,348

5,789,631

115,664

5,905,295

774,745 2,978,885

322,643

4,076,273

62,242,406

2,447,115

64,689,521

11,399,655 12,669,090

2,248,179 7,288,170 1,692,373 1,961,459

37,258,926

11,384,122 1,381,687

12,765,809

6,583,276 988,981

7,572,257

2,433,692 1,295,592

3,729,284

974,522

62,300,798

4,105,101 2,727,130

(1,739,829)67,393,200

(2,703,679)

31,217,440

$ 28,513,761

$ 38,431,731 607,659

34,100

39,073,490

13,187,348

5,789,631 3,105,563

730,270

9,625,464

774,745 2,978,885

322,643

4,076,273

65,962,575

-

65,962,575

11,399,655 12,669,090

2,248,179 7,288,170 1,692,373 1,961,459

37,258,926

11,384,122 1,381,687

12,765,809

6,583,276 988,981

7,572,257

2,433,692 1,295,592

3,729,284

974,522

62,300,798

4,105,101 2,727,130

(1,739,829)67,393,200

(1,430,625)

51,271,321

$ 49,840,696

$

-

3,105,563 614,606

3,720,169

- 3,720,169

(2,447,115)

1,273,054

-

-

-

-

-

-

-

1,273,054

20,053,881

$ 21,326,935

Unrestricted TotalTemporarilyRestricted

STATEMENT OF ACTIVITIES (Year Ended June 30, 2008)

The Foundation’s financial statements were audited by Vicenti, Lloyd & Stutzman LLP. The full set of audited financial statements and footnote disclosures areavailable on the Foundation’s website at www.Foundation.CSUPomona.edu

Cash flows from operating activities:Change in net assetsAdjustments to reconcile change in net assets to net cash

provided by operating activities:Depreciation and amortizationRealized and unrealized (gains) and losses on investments, netLoss on disposal of fixed assetsTransfer of fixed assetsPostretirement benefit related changesChanges in operating assets and liabilities:

ReceivablesInventoriesPrepaid expenses and deferred chargesAccounts payableAccrued liabilitiesDeferred incomeDeposits held in custody for othersReceipts in excess (deficiency) of expenditures

on specific sponsored programsNet cash provided by operating activities

Cash flows from investing activities:Assets held for salePurchases of fixed assetsPurchases of investmentsProceeds from sales and maturities of investments

Net cash provided (used) in investing activities

Cash flows from financing activities:Repayments of principal on capital lease obligationsRepayments of principal on bonds and loan payableProceeds from loan payableDecrease in debt reserve fundsDecrease in unitrust liability

Net cash provided (used) in financing activitiesNet increase/(decrease) in cash and

cash equivalents

Cash and cash equivalents, beginning of year

Cash and cash equivalents, end of year

Supplemental disclosure of cash flow information:Interest paid during the year S

$ (1,361,744)

3,793,083 806,785

1,050 1,732,823 1,052,207

(1,386,461)(247,266)

(25,743)(1,724,367)

(132,158)(227,666)

80,958

(592,972)1,768,529

11,729,770 (5,023,967)

(23,200,556)17,100,874

606,121

(563,493)(7,870,000)

(84)(102,390)

(8,535,967)

(6,161,317)

14,129,492

S 7,968,175

1,754,658

$ (1,430,625)

3,843,895 (318,901)

130 4,105,101

(2,148,256)

(233,072)73,108

268,836 1,254,462

942,412 (226,829)102,872

613,569 6,846,702

(12,000,770)(6,411,746)(6,199,923)21,371,896 (3,240,543)

(641,576)(835,000)

7,000,000 (2,936)

(280,058)5,240,430

8,846,589

5,282,903

S 14,129,492

S 1,760,156

20082009

STATEMENTS OF CASH FLOW (Years Ended June 30, 2009 and 2008)

The Foundation’s financial statements were audited by Vicenti, Lloyd & Stutzman LLP. The full set of audited financial statements and footnote disclosures areavailable on the Foundation’s website at www.Foundation.CSUPomona.edu

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Summary of Significant Accounting Policies

(a) Basis of Presentation The accompanying financial statements have been prepared usingthe accrual basis of accounting. Revenues, gains, expenses, andlosses are classified based on the existence or absence of donorimposed restrictions. Accordingly, net assets and changes thereinare classified and reported as follows:• Unrestricted net assets – Net assets that are not subject todonor-imposed stipulations and that may be expendable for anypurpose in performing the primary objectives of the Foundation.• Temporarily restricted net assets – Net assets subject to donor-imposed stipulations that may or will be met either by actions ofthe Foundation and/or the passage of time.• Permanently restricted net assets – Net assets that are perma-nently restricted by donors for investment in perpetuity. Invest-ment income generated from these funds is typically available forgeneral support of the Foundation’s programs and operations.There were no permanently restricted net assets as of June 30,2009 and 2008.

(b) Cash and Cash Equivalents Cash and cash equivalents consist primarily of fixed income secu-rities of the United States government, corporate bonds with orig-inal maturities of three months or less when purchased, andinvestments in the State Treasurer’s Local Agency InvestmentFund and state investment pools.

(c) Concentration of Credit Risk – Cash The Foundation’s cash balances are exposed to credit risk foramounts exceeding federally insured limits ($250,000) in theevent of nonperformance by the financial institution. The Founda-tion has not experienced any losses in such accounts and believesit is not exposed to any significant credit risk for cash and cashequivalents. Total amounts uninsured at June 30, 2009 and 2008were $1,733,827 and $8,435,111, respectively.

(d) Investments Investments in equity securities with readily determinable fair val-ues and all investments in debt securities are reported at fair valuewith gains and losses included in the accompanying statements ofactivities as investment income.

Fair values of investments are based on quoted market prices. TheFoundation does not require collateral or other security to supportfinancial instruments subject to credit risk. However, it is the Foun-dation’s policy to invest in only high-grade securities.

(e) Contributions Receivable Contributions receivable expected to be received beyond one yearare recorded at the net present value of anticipated future cashflows. The discount rate used during the years ended June 30,2009 and 2008 was 6%.

(f) Inventories Inventories, consisting primarily of textbooks, food and supplies,are stated at the lower of cost (weighted average) or market.

(g) Property, Plant, and Equipment Property, plant, and equipment are stated at cost or, if donated,at their estimated fair market value at the date of donation. De-preciation is provided using the straight-line method over the as-sets’ estimated useful lives, which range from 3 to 40 years.

(h) Assets Held in Custody for Others Funds administered by the Foundation on behalf of University-af-filiated ancillary organizations are recorded within the statementsof financial position as assets and reflected as a current liability. Itis management’s belief that the Foundation is acting as an agentfor the transactions of these ancillary organizations. Accordingly,the financial activities of such organizations have not beenrecorded in the accompanying statements of activities.

(i) Unitrust Liability The Foundation administers irrevocable charitable remaindertrusts and gift annuities that provide for the payment of lifetimedistributions to the trustors or other designated beneficiaries.Upon the demise of the lifetime beneficiary, the trusts and gift an-nuities provide for the distribution of assets to the Foundation forthe benefit of campus organizations. Remainder trust and gift an-nuity funds designated to the campus organizations are recordedas donations in the accompanying financial statements in theyears received. The fair value of the trusts’ assets has been in-cluded in the accompanying statements of financial position and acorresponding liability has been recorded to reflect the presentvalue of required lifetime payments to the named beneficiaries.

(j) Sponsored Programs (Grants and Contracts) The Foundation serves as administrator for grants and contractsawarded to the Foundation on behalf of the University by govern-ment and private institutions. The Foundation recognizes incomefrom these grants as sponsored programs revenue only to the ex-tent that expenditures have been made for the purposes specifiedby the grant agreement. Program expenditures incurred by theFoundation which have not yet been reimbursed under the termsof the grant agreements are shown in the accompanying state-ments of financial position as “sponsored programs receivables.”Amounts received by the Foundation in advance of expendituresare presented in the accompanying statements of financial positionas liabilities captioned as “receipts in excess of expenditures onspecific sponsored programs.”

(k) Donor-Restricted Contributions Unconditional promises to give are recognized as contributionswhen received at the net present value of the amounts expectedto be collected.

Contributions are considered available for unrestricted use unlessspecifically restricted by the donor. Amounts received that are des-ignated for future periods or restricted by the donor for specificpurposes are reported as temporarily restricted or permanentlyrestricted support that increases those net assets classes.

When a donor restriction expires, that is, when a stipulated timerestriction ends or purpose restriction is accomplished, temporarilyrestricted net assets are reclassified as unrestricted net assets andreported in the accompanying statements of activities as net as-sets released from restrictions.

(l) Expense Allocation Expenses that can be identified with a specific program or sup-porting service are charged directly to the related program or sup-portng service. Expenses that are associated with more than oneprogram or supporting service are allocated based on an evalua-tion by the Foundation’s management. Program service expenses,consisting of sponsored programs expenses, campus programs ex-penses, and enterprise activities, less the general and administra-tive allocation to enterprise activities, totaled $55,783,938 and$55,162,804 for the years ended June 30, 2009 and 2008, respec-tively.

(m) Estimates In preparing financial statements in conformity with accountingprinciples generally accepted in the United States of America,management is required to make estimates and assumptions thataffect the reported amounts of assets and liabilities and the dis-closure of contingent assets and liabilities at the date of the finan-cial statements and revenues and expenses during the reportingperiod. Actual results could differ from those estimates.

(n) Income Taxes The Foundation is exempt from federal income taxes under Section501(c)(3) of the Internal Revenue Code and state franchise taxesunder Section 23701(d) of the California Revenue and TaxationCode.

NOTES TO FINANCIAL STATEMENT (June 30, 2009 and 2008)

The Foundation groups its assets, liabilities, revenue, and ex-penses into certain classifications within net assets. A descriptionof each classification follows to more clearly present the Founda-tion’s activities:

(a) GeneralGeneral activities include management of all financial resources ofthe Foundation that are not required to be accounted for in otherareas. Revenues are generated through investment of excesscash, rental of office space, and fees for administration and finan-cial services.

(b) DesignatedDesignated represents the activity from appropriations of certainassets, which the Foundation’s board of directors has set aside forspecific purposes.

(c) Enterprise ActivitiesEnterprise activities represent transactions related to the Founda-tion’s ongoing revenue producing, self-supporting activities, whichare conducted in support of the University’s activities. It is theFoundation’s policy to allocate certain administration expensesfrom general activities to the enterprise operations. The enter-prise activities account for the activities of the dining service,bookstores, Kellogg West Conference Center and Lodge, UniversityVillage Housing, Continuing Education, and Agriculture Aid-to-Instruction Programs.

(d) Sponsored ProgramsThe Foundation provides fiscal services for grants and contractsreceived from outside sources on behalf of the University. Theseresearch activities enable the campus community to further studyfields of interest with funding from government and private insti-tutions.

(e) Campus and Scholarship ProgramsCampus and Scholarship programs represent funds administeredby the Foundation in support of University activities. The sourceof funds is derived from contributions, investment income and ex-change transactions (i.e., memberships, ticket sales, outreach pro-grams, advertising revenues, and cash sales). Program activitiesin which the Foundation acts as an agent on behalf of the Univer-sity-Affiliated auxiliary organizations are recorded as assets anddeposits held in custody for others in the accompanying state-ments of financial position.

NOTES TO SUPPLEMENTARY INFORMATION (June 30, 2009 and 2008)

100% Recycled fibers – No new trees are used30% Post consumer recycled fibersGreen Seal certified

The Foundation’s financial statements were audited by Vicenti, Lloyd & Stutzman LLP. The full set of audited financial statements and footnote disclosures are available on the Foundation’s website atwww.Foundation.CSUPomona.edu

* Not printed at state’s expense